GEM ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- PLYMOUTH, Michigan
- CRD number
- 124332
- Registered since
- January 18, 2007
- Website
- gemasset.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.17%
- Individuals24.36%
- Charitable Organizations12.14%
- Corporations / Businesses0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
GEM Asset Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 2007. The firm is individually owned and positions itself as a capital allocator that serves both high-net-worth individuals and family clients as well as institutional accounts. Its advisory services include financial planning and portfolio management for individuals, small businesses and institutions, along with the selection and oversight of third‑party managers. Compensation is a mix of percentage-of-AUM and fixed fees. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities11%
- Cash & Cash Equivalents8%
- Other2%
Contacts
3 of 4STEVE ALEXANDROWSKI
Founder & PartnerCRD 4612834
Bradley Hoekstra
Associate AdvisorCRD 7975173
STEVEN STORY
PartnerCRD 4782102
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$180M in ETFs
42%
$75.5M
58%
$104M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $16.5M | 233,207 | 9.20% |
Location
PLYMOUTH, MI
WAYNE
Location
PLYMOUTH, MI
Headquartered in PLYMOUTH, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- WAYNE
- Address
- 261 S Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
PEAK WEALTH MANAGEMENT, LLC
RIAPLYMOUTH, MI
JLB & ASSOCIATES INC
RIAPLYMOUTH, MI
PINNACLE WEALTH MANAGEMENT GROUP, INC.
RIAPLYMOUTH, MI
IPEX, INC.
RIAPLYMOUTH, MI
SCHWARTZ INVESTMENT COUNSEL INC
RIAPLYMOUTH, MI
THE BROCK GROUP, LLC
RIAPLYMOUTH, MI